Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Keys to preparing to grow wealthy together.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
How will you weather the ups and downs of the business cycle?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When you retire, how will you treat your next chapter?